Importing and Exporting Fee Schedules

To help maintain consistent fees across offices that do not share databases, you can export fee schedules, and import them into other databases as needed. Exported tables are saved as .TXT files, which can then be shared with other offices or databases via the import function.

All codes associated with a particular fee schedule are imported/exported. This includes codes marked as inactive.

To export fee schedules from benefit tables:

Select File > Maintenance > Import/Export Fee Schedules > Export fee schedules. The Export Fee Schedules window is displayed with the name and path of the export file you are creating.
Select the fee schedules to include in the export file, along with a description for each.
Click Export Fees. When the process is complete, an "Export Successful" message is displayed.
Click OK.
After you export the tables, the folder will contain the following file: ExportedFeeSchedules.txt

Copy this file to a portable drive or other folder where it can be accessed for importing.

To import fee schedules into benefit tables:

Select File > Maintenance > Import/Export fee schedules > Import fee schedules. The Select the file to import fee schedules from... window is displayed.
Navigate to the folder and select the ExportedFeeSchedules.txt file.
Click Open. The Import Fee Schedules window is displayed with a list of fee schedules included in the export file.
Select the fee schedules you want to import, and use the drop-down list on the right to select which existing schedule to overwrite, or None if you want to add this schedule without overwriting.
Click Import Fees. A progress bar displays while the file is being imported. When the process is complete, an "Import of fee schedules successful" message is displayed.
Click OK.